Blumont Capital Corportion (Toronto, Ontario)

Name: Blumont Capital Corportion
Address: 220 Bay Street, Toronto, Ontario, M5 J 2 W4
Telephone: 416-216-3566

Blumont Capital Corportion is a large advisory firm based in Toronto, Ontario. It manages $251.09 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006.

Blumont Capital Corportion provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blumont Capital Corportion: assets under management

The assets under management (AUM) of Blumont Capital Corportion is $251.09 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $251.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blumont Capital Corportion for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Blumont Capital Corportion

Stephen Charles Johnson has been acting as President since 1 Mar 1997. Steve Kangas joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Johnson	Director	1 Mar 1997	Other	4406292
Veronika Hirsch	Chief investment officer & director	1 Mar 1997	Other	5115706
Veronika (Nmn) Hirsch	Chief investment officer & director	1 Mar 1997	Other	5115706
Victor Koloshuk	Director	1 Jun 1997	Other	4406288
Victor (Nmn) Koloshuk	Director	1 Jun 1997	Other	4406288
Donna Beasant	Vp, operations	1 Oct 1999	Other	5116320
Donna Clare Beasant	Vp, operations	1 Oct 1999	Other	5116320
Blumont Capital Inc.	Parent company	1 Dec 2000	75% - 100%	foreign
David Scobie	Managing director	1 May 2003	Other	5116319
David Andrew Scobie	Managing director	1 May 2003	Other	5116319
Pierre Novak	Managing director	1 Jan 2004	Other	5116328
Pierre Anthony Novak	Managing director	1 Jan 2004	Other	5116328
Steve Kangas	President	1 Dec 2005	Other	5116317
Steve John Kangas	President	1 Dec 2005	Other	5116317

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Victor Koloshuk	Shareholder	1 Jun 1993	50% - 75%	4406288
Victor (Nmn) Koloshuk	Shareholder	1 Jun 1993	50% - 75%	4406288
Koloshuk Farrugia Corp	Shareholder	1 Jun 1999	50% - 75%	foreign
Integrated Asset Management	Parent company	1 Dec 2000	25% - 50%	foreign

Based in Toronto, Ontario

The principal office where Blumont Capital Corportion performs its advisory services is located at 220 Bay Street, Toronto, Ontario, M5 J 2 W4, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 416-216-3566 or by fax 416-360-1102. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.blumontcapital.com.